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cover of episode How to Diversify Your Portfolio to Handle a Market Correction

How to Diversify Your Portfolio to Handle a Market Correction

2024/12/13
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Investing Insights

Shownotes Transcript

Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.

What is Driving Growth’s Impressive Run?

Why Is it Important to Rebalance Now

What Triggered Growth’s Largest Selloffs Since 2000

What Was Unusual About the Growth Correction in 2022

Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund

Bond Funds that are Defensive if Growth Gets Crushed  

Small-Value Funds Out of Sync With Large Growth  

Mid-Growth Funds that are Good Diversifiers

 

**Read about topics from this episode.  **

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6 Top-Performing Large-Growth Funds

Is It Time to Diversify Beyond US Large-Cap Growth Stocks?

How to Rebalance Your Portfolio Before 2025

The Best Funds for Rebalancing in 2025

The Best Bond Funds

 

 

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Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024)

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money)

A Better Way to Use Leverage in Your ETF Portfolio)

 

Read what our team is writing:

Russel Kinnel)

Ivanna Hampton

 

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